Hardy Reed LLC at 2022-06-30

Filling information for Hardy Reed LLC as Treemap, investor disclosed 81 total holdings based on 2022-06-30 SEC fillings. A list of the exposed holdings

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Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
681919106 681919106 OMNICOM GROUP INC COM 369 5801
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 798 3580
92204A603 92204A603 VANGUARD WORLD FDS INDUSTRIAL ETF 209 1281
717081103 717081103 PFIZER INC COM 519 9901
767744105 767744105 RITCHIE BROS AUCTIONEERS COM 256 3942
023135106 023135106 AMAZON COM INC COM 244 2300
78467Y107 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1147 2775
464287630 464287630 ISHARES TR RUS 2000 VAL ETF 3132 23007
81369Y860 81369Y860 SELECT SECTOR SPDR TR RL EST SEL SEC 429 10494
72201A103 72201A103 PIMCO MUN INCOME FD III COM 142 15365
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 6705 73590
02079K107 02079K107 ALPHABET INC CAP STK CL C 938 429
70438V106 70438V106 PAYLOCITY HLDG CORP COM 200 1147
L44385109 L44385109 GLOBANT S A COM 216 1242
607525102 607525102 MODEL N INC COM 228 8923
46432F834 46432F834 ISHARES TR CORE MSCI TOTAL 80220 1406632
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 1826 4841
594918104 594918104 MICROSOFT CORP COM 1283 4994
25434V401 25434V401 DIMENSIONAL ETF TRUST US EQUITY ETF 2696 66153
311900104 311900104 FASTENAL CO COM 507 10148
872540109 872540109 TJX COS INC NEW COM 384 6869
12740C103 12740C103 CADENCE BANK COM 308 13105
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3114 74767
78463X475 78463X475 SPDR INDEX SHS FDS PORTFLI MSCI GBL 260 5649
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 11809 53995
09239B109 09239B109 BLACKLINE INC COM 274 4111
30303M102 30303M102 META PLATFORMS INC CL A 331 2055
46435G243 46435G243 ISHARES TR ESG AWRE 1 5 YR 503 20894
921943858 921943858 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 1637 40133
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 452 2296
902973304 902973304 US BANCORP DEL COM NEW 357 7766
92204A405 92204A405 VANGUARD WORLD FDS FINANCIALS ETF 371 4811
907818108 907818108 UNION PAC CORP COM 378 1772
46435U663 46435U663 ISHARES TR ESG AWARE MSCI 687 21812
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 7643 129872
921910725 921910725 VANGUARD WORLD FD ESG INTL STK ETF 669 13651
949746101 949746101 WELLS FARGO CO NEW COM 203 5171
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 81635 235342
743315103 743315103 PROGRESSIVE CORP COM 1181 10161
562803106 562803106 MANHATTAN BRDG CAP INC COM 47 46896
92203J407 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 40291 813295
464287176 464287176 ISHARES TR TIPS BD ETF 1757 15427
25434V500 25434V500 DIMENSIONAL ETF TRUST US SMALL CAP ETF 3180 66258
037833100 037833100 APPLE INC COM 3000 21941
67103H107 67103H107 OREILLY AUTOMOTIVE INC COM 638 1010
09249N101 09249N101 BLACKROCK MUNI INCOME TR II COM 251 22749
464287804 464287804 ISHARES TR CORE S&P SCP ETF 12224 132284
254687106 254687106 DISNEY WALT CO COM 640 6776
30214U102 30214U102 EXPONENT INC COM 343 3752
67066V101 67066V101 NUVEEN QUALITY MUNCP INCOME COM 145 11664
464287507 464287507 ISHARES TR CORE S&P MCP ETF 8351 36913
921909768 921909768 VANGUARD STAR FDS VG TL INTL STK F 3604 69826
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 135064 716067
78463M107 78463M107 SPS COMM INC COM 466 4118
143130102 143130102 CARMAX INC COM 383 4234
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 4302 29678
46435G672 46435G672 ISHARES TR CORE INTL AGGR 3295 66143
369604301 369604301 GENERAL ELECTRIC CO COM NEW 299 4690
922908637 922908637 VANGUARD INDEX FDS LARGE CAP ETF 500 2902
437076102 437076102 HOME DEPOT INC COM 987 3598
25434V104 25434V104 DIMENSIONAL ETF TRUST US CORE EQT MKT 6588 249244
98139A105 98139A105 WORKIVA INC COM CL A 208 3145
464288885 464288885 ISHARES TR EAFE GRWTH ETF 447 5557
921937827 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 1608 20945
808513105 808513105 SCHWAB CHARLES CORP COM 684 10827
624756102 624756102 MUELLER INDS INC COM 355 6661
808524870 808524870 SCHWAB STRATEGIC TR US TIPS ETF 341 6120
H84989104 H84989104 TE CONNECTIVITY LTD SHS 609 5378
478160104 478160104 JOHNSON & JOHNSON COM 954 5374
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 343 10605
464287150 464287150 ISHARES TR CORE S&P TTL STK 1378 16443
75970E107 75970E107 RENASANT CORP COM 687 23835
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 1545 10313
46625H100 46625H100 JPMORGAN CHASE & CO COM 1021 9068
249906108 249906108 DESCARTES SYS GROUP INC COM 303 4885
464288273 464288273 ISHARES TR EAFE SML CP ETF 436 7984
464287200 464287200 ISHARES TR CORE S&P500 ETF 13577 35809
302130109 302130109 EXPEDITORS INTL WASH INC COM 365 3748
921937819 921937819 VANGUARD BD INDEX FDS INTERMED TERM 697 8972
808524755 808524755 SCHWAB STRATEGIC TR SCHWB FDT INT LG 285 10083
060505104 060505104 BK OF AMERICA CORP COM 252 8080

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